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Name Holding Trade Value Shares
Change
Change in
Stake
RFA
651
Reilly Financial Advisors
California
$74K +$61.1K +653 New
BC
652
Blackhill Capital
New Jersey
$68K – – –
KF
653
Krilogy Financial
Missouri
$68K – – –
DSC
654
Duncker Streett & Co
Missouri
$67K – – –
VCM
655
Versant Capital Management
Arizona
$65K -$1.31K -14 -2%
APSP
656
Asset Planning Services (Pennsylvania)
Pennsylvania
$63K – – –
ECM
657
Estabrook Capital Management
New York
$62.4K – – –
HPBT
658
High Point Bank & Trust
North Carolina
$61K – – –
SNT
659
Security National Trust
West Virginia
$61K – – –
GLI
660
Guardian Life Insurance
New York
$60K – – –
SBL
661
Sargent Bickham Lagudis
Colorado
$60K +$23.4K +250 +89%
AIS
662
Accurate Investment Solutions
Pennsylvania
$58K – – –
IWMPD
663
Integrated Wealth Management (Palm Desert)
California
$58K – – –
HCC
664
Hirtle Callaghan & Co
Pennsylvania
$51K – – –
AF
665
Allworth Financial
California
$50K – – –
SAMC
666
Shinko Asset Management Company
Japan
$48K – – –
WP
667
WealthPLAN Partners
Nebraska
$47.7K +$78.6K +840 New
PMFA
668
Plante Moran Financial Advisors
Michigan
$47K +$8.89K +95 +30%
AIM
669
Anchor Investment Management
South Carolina
$45.7K +$9.64K +103 +34%
ARMC
670
American Research & Management Company
Massachusetts
$45K – – –
CWM
671
Cranbrook Wealth Management
Michigan
$38K – – –
MWP
672
MYCIO Wealth Partners
Pennsylvania
$36K +$94 +1 +0.3%
JIC
673
Joel Isaacson & Co
New York
$33K -$74.9K -800 -73%
GWS
674
Glassman Wealth Services
Virginia
$31K -$23.4K -250 -48%
FHA
675
First Horizon Advisors
Tennessee
$31K -$468 -5 -2%